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Keystone Financial Services (Colorado)’s Novartis NVS Stock Holding History

Keystone Financial Services (Colorado)’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.08M Sell
7,059
-849
-11% -$130K 0.32% 43
2025
Q4 		$1.09M Sell
7,908
-143
-2% -$18.7K 0.33% 40
2025
Q3 		$1.03M Buy
8,051
+482
+6% +$58.8K 0.32% 41
2025
Q2 		$916K Buy
7,569
+77
+1% +$8.68K 0.31% 39
2025
Q1 		$835K Buy
7,492
+118
+2% +$12.6K 0.32% 42
2024
Q4 		$718K Buy
7,374
+237
+3% +$25.3K 0.27% 41
2024
Q3 		$821K Buy
7,137
+501
+8% +$56.8K 0.32% 35
2024
Q2 		$706K Buy
6,636
+536
+9% +$53.8K 0.29% 40
2024
Q1 		$590K Sell
6,100
-3
-0% -$308 0.26% 44
2023
Q4 		$616K Buy
6,103
+19
+0.3% +$1.83K 0.29% 42
2023
Q3 		$620K Buy
6,084
+29
+0.5% +$2.94K 0.33% 37
2023
Q2 		$611K Buy
6,055
+3
+0% +$300 0.31% 34
2023
Q1 		$557K Buy
6,052
+167
+3% +$14.6K 0.3% 37
2022
Q4 		$533K Buy
5,885
+253
+4% +$21.3K 0.29% 40
2022
Q3 		$448K Sell
5,632
-343
-6% -$28.4K 0.26% 46
2022
Q2 		$509K Buy
5,975
+339
+6% +$29.7K 0.28% 42
2022
Q1 		$471K Sell
5,636
-40
-0.7% -$3.46K 0.27% 42
2021
Q4 		$497K Buy
+5,676
New +$471K 0.26% 42

Other funds holding NVS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Keystone Financial Services (Colorado)'s NVS Position: Q1 2026 in Review

Keystone Financial Services (Colorado) reduced its Novartis (NVS) stake by 11% in Q1 2026, selling an estimated $130K and leaving 7,059 shares worth $1.08M. The position accounts for 0.32% of the portfolio, ranked #43.

Keystone Financial Services (Colorado) first reported a position in NVS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2025. 1,591 funds tracked by Wall St. Rank hold NVS as of Q1 2026.

  • Keystone Financial Services (Colorado) held 7,059 shares of Novartis worth $1.08M as of Q1 2026.
  • Keystone Financial Services (Colorado) sold 849 Novartis shares in Q1 2026, an estimated $130K.
  • Novartis made up 0.32% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #43 holding.
  • Keystone Financial Services (Colorado) first reported a position in Novartis in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s Novartis position peaked at $1.09M in Q4 2025.
  • 1,591 funds tracked by Wall St. Rank held Novartis as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.